We'll start tonight by discussing when you should hire a financial advisor. Then I'll answer your questions.
Timestamps
0:00 - Welcome to the Financial Freedom Show!
1:03 - When Should You Hire a Financial Advisor?
11:20 - Just Keep Buying book
15:22 - Financial Planning vs Financial Coaching
18:28 - Poll
18:46 - Is the market too hot for index funds?
21:01 - Married and having all retirement accounts with one broker
23:09 - Covered call etfs vs bonds as stable income
27:15 - Poll
27:40 - Is it a good time to buy bond etfs?
33:08 - AI copying people's voice
34:37 - My new fiction book
35:16 - Data that would change my investment strategy
38:54 - Apple and Open AI
42:26 - Poll
43:39 - My book Retire Before Mom and Dad
47:09 - Buying a home without making the IRS mad
50:08 - Fishing story
50:44 - Buckets
53:39 - Poll
54:13 - XMHQ
56:32 - PlanVision/Mark Zoril
1:00:39 - 500 questions in the chat
1:00:57 - Mental acuity
1:02:53 - Poll
1:03:35 - Interest rate cuts
1:05:09 - 25% bonds in a portfolio
1:07:54 - Flat fee for financial planner
1:08:44 - Using a balanced fund
1:10:10 - TIPS
1:12:19 - Automatic recurring weekly distribution checks
13:24 - SCHD
1:17:17 - My back
1:21:46 - Bogleheads conference 2024
1:24:22 - Chess problem
1:34:14 - Announcements
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I used Capitalize for my last 401(k) rollover. They did all of the work, and it's Free:
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ABOUT ME
While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.
I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (amzn.to/3by10EE)
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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.
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